Filed: 8/7/2026ACC: 0001965710-26-000005
📋 What this filing means
BEVERLY HILLS PRIVATE WEALTH, LLC filed this quarterly 13F‑HR report disclosing 249 equity positions with a total reported market value of $524.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
249
Positions
$524.95M
Total AUM (reported)
8.40M
Total Shares
Allocation by class
COM$281.99M53.7%
CL A$23.25M4.4%
SHS$14.79M2.8%
SPONSORED ADS$14.55M2.8%
INTER TERM TREAS$13.93M2.7%
COMMON STOCK$13.75M2.6%
COM CL A$10.41M2.0%
Portfolio Concentration
Top 3$56.38M10.7%
4–10$87.50M16.7%
11–25$111.58M21.3%
Rest$269.50M51.3%
Top 3 weight
10.7%
Top 10 weight
27.4%
Voting Authority Distribution
Total shares with voting rights: 8.40M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.40M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole164
Shared0
Other85
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings249
Rows:
APPLE INC
SOLEShares79.54K
TypeSH
Market value$23.02M
4.38%
Sole
0.00
Shared
0.00
None
79.54K
JPMORGAN CHASE & CO
SOLEShares51.31K
TypeSH
Market value$16.79M
3.20%
Sole
0.00
Shared
0.00
None
51.31K
NVIDIA CORPORATION
SOLEShares82.79K
TypeSH
Market value$16.56M
3.16%
Sole
0.00
Shared
0.00
None
82.79K
AMAZON COM INC
OTRShares64.40K
TypeSH
Market value$15.35M
2.92%
Sole
0.00
Shared
0.00
None
64.40K
MICROSOFT CORP
SOLEShares40.34K
TypeSH
Market value$15.05M
2.87%
Sole
0.00
Shared
0.00
None
40.34K
VANGUARD SCOTTSDALE FDS
SOLEShares236.20K
TypeSH
Market value$13.93M
2.65%
Sole
0.00
Shared
0.00
None
236.20K
SCHWAB CHARLES CORP
SOLEShares128.95K
TypeSH
Market value$11.90M
2.27%
Sole
0.00
Shared
0.00
None
128.95K
TAIWAN SEMICONDUCTOR MANUFAC
OTRShares23.68K
TypeSH
Market value$11.31M
2.15%
Sole
0.00
Shared
0.00
None
23.68K
VISA INC
OTRShares29.36K
TypeSH
Market value$10.07M
1.92%
Sole
0.00
Shared
0.00
None
29.36K
META PLATFORMS INC
SOLEShares17.56K
TypeSH
Market value$9.89M
1.88%
Sole
0.00
Shared
0.00
None
17.56K
VANGUARD SCOTTSDALE FDS
OTRShares169.63K
TypeSH
Market value$9.87M
1.88%
Sole
0.00
Shared
0.00
None
169.63K
VERIZON COMMUNICATIONS INC
OTRShares213.52K
TypeSH
Market value$9.04M
1.72%
Sole
0.00
Shared
0.00
None
213.52K
J P MORGAN EXCHANGE TRADED F
SOLEShares166.84K
TypeSH
Market value$8.46M
1.61%
Sole
0.00
Shared
0.00
None
166.84K
BERKSHIRE HATHAWAY INC DEL
OTRShares16.86K
TypeSH
Market value$8.44M
1.61%
Sole
0.00
Shared
0.00
None
16.86K
CBL & ASSOC PPTYS INC
OTRShares152.12K
TypeSH
Market value$8.08M
1.54%
Sole
0.00
Shared
0.00
None
152.12K
ALPHABET INC
OTRShares22.83K
TypeSH
Market value$8.07M
1.54%
Sole
0.00
Shared
0.00
None
22.83K
ELEVANCE HEALTH INC FORMERLY
OTRShares20.35K
TypeSH
Market value$7.87M
1.50%
Sole
0.00
Shared
0.00
None
20.35K
ALEXANDERS INC
SOLEShares25.91K
TypeSH
Market value$7.14M
1.36%
Sole
0.00
Shared
0.00
None
25.91K
ALPHABET INC
OTRShares19.40K
TypeSH
Market value$6.93M
1.32%
Sole
0.00
Shared
0.00
None
19.40K
ISHARES TR
SOLEShares154.38K
TypeSH
Market value$6.83M
1.30%
Sole
0.00
Shared
0.00
None
154.38K
TFS FINL CORP
OTRShares374.19K
TypeSH
Market value$6.63M
1.26%
Sole
0.00
Shared
0.00
None
374.19K
PEPSICO INC
OTRShares48.11K
TypeSH
Market value$6.51M
1.24%
Sole
0.00
Shared
0.00
None
48.11K
UNITEDHEALTH GROUP INC
SOLEShares15K
TypeSH
Market value$6.23M
1.19%
Sole
0.00
Shared
0.00
None
15K
BLACKROCK MUN TARGET TERM TR
OTRShares253.31K
TypeSH
Market value$5.76M
1.10%
Sole
0.00
Shared
0.00
None
253.31K
SMURFIT WESTROCK PLC
OTRShares123.60K
TypeSH
Market value$5.72M
1.09%
Sole
0.00
Shared
0.00
None
123.60K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 79.54K | SH | $23.02M 4.38% | 0.00 | 0.00 | 79.54K |
JPMORGAN CHASE & COSOLE | COM | 51.31K | SH | $16.79M 3.20% | 0.00 | 0.00 | 51.31K |
NVIDIA CORPORATIONSOLE | COM | 82.79K | SH | $16.56M 3.16% | 0.00 | 0.00 | 82.79K |
AMAZON COM INCOTR | COM | 64.40K | SH | $15.35M 2.92% | 0.00 | 0.00 | 64.40K |
MICROSOFT CORPSOLE | COM | 40.34K | SH | $15.05M 2.87% | 0.00 | 0.00 | 40.34K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 236.20K | SH | $13.93M 2.65% | 0.00 | 0.00 | 236.20K |
SCHWAB CHARLES CORPSOLE | COM | 128.95K | SH | $11.90M 2.27% | 0.00 | 0.00 | 128.95K |
TAIWAN SEMICONDUCTOR MANUFACOTR | SPONSORED ADS | 23.68K | SH | $11.31M 2.15% | 0.00 | 0.00 | 23.68K |
VISA INCOTR | COM CL A | 29.36K | SH | $10.07M 1.92% | 0.00 | 0.00 | 29.36K |
META PLATFORMS INCSOLE | CL A | 17.56K | SH | $9.89M 1.88% | 0.00 | 0.00 | 17.56K |
VANGUARD SCOTTSDALE FDSOTR | SHORT TERM TREAS | 169.63K | SH | $9.87M 1.88% | 0.00 | 0.00 | 169.63K |
VERIZON COMMUNICATIONS INCOTR | COM | 213.52K | SH | $9.04M 1.72% | 0.00 | 0.00 | 213.52K |
J P MORGAN EXCHANGE TRADED FSOLE | MORTGAGE BACKED | 166.84K | SH | $8.46M 1.61% | 0.00 | 0.00 | 166.84K |
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 16.86K | SH | $8.44M 1.61% | 0.00 | 0.00 | 16.86K |
CBL & ASSOC PPTYS INCOTR | COMMON STOCK | 152.12K | SH | $8.08M 1.54% | 0.00 | 0.00 | 152.12K |
ALPHABET INCOTR | CAP STK CL C | 22.83K | SH | $8.07M 1.54% | 0.00 | 0.00 | 22.83K |
ELEVANCE HEALTH INC FORMERLYOTR | COM | 20.35K | SH | $7.87M 1.50% | 0.00 | 0.00 | 20.35K |
ALEXANDERS INCSOLE | COM | 25.91K | SH | $7.14M 1.36% | 0.00 | 0.00 | 25.91K |
ALPHABET INCOTR | CAP STK CL A | 19.40K | SH | $6.93M 1.32% | 0.00 | 0.00 | 19.40K |
ISHARES TRSOLE | GNMA BOND ETF | 154.38K | SH | $6.83M 1.30% | 0.00 | 0.00 | 154.38K |
TFS FINL CORPOTR | COM | 374.19K | SH | $6.63M 1.26% | 0.00 | 0.00 | 374.19K |
PEPSICO INCOTR | COM | 48.11K | SH | $6.51M 1.24% | 0.00 | 0.00 | 48.11K |
UNITEDHEALTH GROUP INCSOLE | COM | 15K | SH | $6.23M 1.19% | 0.00 | 0.00 | 15K |
BLACKROCK MUN TARGET TERM TROTR | COM SHS BEN IN | 253.31K | SH | $5.76M 1.10% | 0.00 | 0.00 | 253.31K |
SMURFIT WESTROCK PLCOTR | SHS | 123.60K | SH | $5.72M 1.09% | 0.00 | 0.00 | 123.60K |
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